基本資料

投資策略

於全球進行研究篩選，以主要投資於上市股票以達到長期資本增值的目的。亦可購買未上市證券進行投資，但需受到“投資限制”相關規範的限制。

基金經理人

• Winston Philip
• 資歷 2年(2020-01-22 至今)

• Philip Winston is an equity portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering UK property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and UK equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York.

• Robbins William
• 資歷 2年(2020-01-22 至今)

• William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee and the Target Date Solutions Committee. He has 31 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITs and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley.

• Fuss Gregory
• 資歷 2年(2020-01-22 至今)

• Gregory D. Fuss is an equity portfolio manager at Capital Group. He has 38 years of investment experience and has been with Capital Group for 16 years. Earlier in his career at Capital, Greg managed a portion of the research portfolio and was a portfolio specialist, acting as liaison between portfolio managers and investment counselors. Before joining Capital, Greg was a managing director at Deutsche Bank and its predecessor firm, Scudder, Stevens & Clark. At Deutsche Bank, he also served as regional manager and director of the Los Angeles office.

基金費用

聯絡資訊